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BerganKDV Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

BerganKDV Wealth Management’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.12M Hold
21,805
– – 0.11% 126
2023
Q1 		$1.08M Buy
21,805
+1,125
+5% +$57.8K 0.11% 126
2022
Q4 		$1.11M Sell
20,680
-1,395
-6% -$75K 0.12% 119
2022
Q3 		$1.13M Sell
22,075
-2,340
-10% -$127K 0.14% 115
2022
Q2 		$1.25M Hold
24,415
– – 0.14% 116
2022
Q1 		$1.38M Sell
24,415
-330
-1% -$18.1K 0.15% 111
2021
Q4 		$1.44M Sell
24,745
-225
-0.9% -$12.3K 0.15% 111
2021
Q3 		$1.28M Sell
24,970
-505
-2% -$26.9K 0.14% 112
2021
Q2 		$1.36M Sell
25,475
-400
-2% -$21.1K 0.16% 106
2021
Q1 		$1.3M Sell
25,875
-330
-1% -$16.1K 0.17% 104
2020
Q4 		$1.23M Sell
26,205
-120
-0.5% -$5.33K 0.17% 100
2020
Q3 		$1.06M Sell
26,325
-645
-2% -$26.1K 0.17% 96
2020
Q2 		$1.04M Hold
26,970
– – 0.18% 98
2020
Q1 		$899K Sell
26,970
-70
-0.3% -$2.65K 0.18% 94
2019
Q4 		$1.09M Sell
27,040
-1,165
-4% -$42.8K 0.19% 101
2019
Q3 		$912K Sell
28,205
-1,360
-5% -$46.8K 0.18% 98
2019
Q2 		$1.01M Sell
29,565
-12,140
-29% -$404K 0.2% 93
2019
Q1 		$1.4M Buy
41,705
+625
+2% +$21.8K 0.29% 68
2018
Q4 		$1.36M Sell
41,080
-2,280
-5% -$86.4K 0.32% 65
2018
Q3 		$1.73M Buy
43,360
+645
+2% +$24.5K 0.37% 53
2018
Q2 		$1.5M Buy
42,715
+585
+1% +$19.9K 0.34% 57
2018
Q1 		$1.33M Sell
42,130
-3,345
-7% -$109K 0.36% 60
2017
Q4 		$1.43M Sell
45,475
-1,470
-3% -$44.2K 0.34% 56
2017
Q3 		$1.39M Sell
46,945
-110
-0.2% -$3.22K 0.35% 55
2017
Q2 		$1.4M Sell
47,055
-2,425
-5% -$68.2K 0.4% 47
2017
Q1 		$1.33M Sell
49,480
-675
-1% -$17.9K 0.39% 49
2016
Q4 		$1.26M Sell
50,155
-8,295
-14% -$204K 0.42% 47
2016
Q3 		$1.45M Sell
58,450
-17,850
-23% -$449K 0.5% 38
2016
Q2 		$1.94M Sell
76,300
-49,345
-39% -$1.24M 0.83% 22
2016
Q1 		$3.06M Buy
+125,645
New +$2.93M 1.84% 13

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BerganKDV Wealth Management's IHF Position: Q2 2023 in Review

BerganKDV Wealth Management held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2023 at 21,805 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #126.

BerganKDV Wealth Management first reported a position in IHF in Q1 2016 and has held it in 30 quarters since. The position peaked at $3.06M in Q1 2016. 209 funds tracked by Wall St. Rank hold IHF as of Q2 2023.

  • BerganKDV Wealth Management held 21,805 shares of iShares US Healthcare Providers ETF worth $1.12M as of Q2 2023.
  • BerganKDV Wealth Management left its iShares US Healthcare Providers ETF share count unchanged in Q2 2023.
  • iShares US Healthcare Providers ETF made up 0.11% of BerganKDV Wealth Management's portfolio in Q2 2023, its #126 holding.
  • BerganKDV Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's iShares US Healthcare Providers ETF position peaked at $3.06M in Q1 2016.
  • 209 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.